Kevin Cox is a registered investment advisor at Masterworks Advisers, LLC, based in New York, NY, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 625 clients with $2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
625 clients
Average Client Portfolio
$3K average
Assets Under Management
$2.0M

Fee Structure

Investment management only (planning not offered)

Masterworks Advisers offers several ways to invest in art, each with different fees:

  • Ongoing Advisory Services: 0.10% per year of the value of your art investments. This fee is charged monthly and paid when you sell an artwork.
  • Art Investment Plans (Discretionary): A monthly fee based on your expected total investment amount:
    • Less than $500: $1/month ($12/year)
    • $501 - $2,500: $2/month ($24/year)
    • $2,500+: $4/month ($48/year)
  • Strategy Opportunities (Pilot Program): No advisory fee is currently charged for this service.

Masterworks also earns compensation from the art investments themselves, which reduces your overall returns.

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Location

1 World Trade, 57th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for the platform, dedicating a few hours per week to this role.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Arete Wealth Management, LLCBroker
April 2022 - February 2023 · 10 mos
Arete Wealth Advisors, LLC
March 2022 - July 2023 · 1 yr 4 mos
Independent Brokerage Solutions LLCBroker
March 2021 - March 2022 · 1 yr
Owl Rock SecuritiesBroker
September 2020 - November 2020 · 2 mos
Owl Rock SecuritiesBroker
May 2017 - August 2020 · 3 yrs 3 mos
Bluerock Capital Markets LLCBroker
July 2016 - June 2017 · 11 mos
Carey Financial, LLCBroker
October 2008 - March 2016 · 7 yrs 5 mos
Lord Abbett Distributor LLCBroker
August 2007 - August 2008 · 1 yr
Lord, Abbett & CO. LLC
August 2007 - August 2008 · 1 yr
Lincoln Financial Advisors Corporation
December 2004 - July 2007 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
April 2004 - July 2007 · 3 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
April 2004 - April 2006 · 2 yrs
State Registrations2 states
NYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.